Carson Wealth (CWM LLC)’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
1,793
+1,539
| +606% | +$9.44K | ﹤0.01% | 4256 |
|
|
2025
Q1 | $2K | Sell |
254
-226
| -47% | -$1.78K | ﹤0.01% | 4809 |
|
|
2024
Q4 | $3K | Buy |
480
+194
| +68% | +$1.21K | ﹤0.01% | 4453 |
|
|
2024
Q3 | $2K | Buy |
286
+209
| +271% | +$1.46K | ﹤0.01% | 4458 |
|
|
2024
Q2 | $0 | Buy |
77
+72
| +1,440% | – | ﹤0.01% | 4925 |
|
|
2024
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 4723 |
|
|
2023
Q2 | – | Sell |
-86
| Closed | – | – | 4436 |
|
|
2023
Q1 | $0 | Hold |
86
| – | – | ﹤0.01% | 4323 |
|
|
2022
Q4 | $0 | Sell |
86
-256
| -75% | – | ﹤0.01% | 4232 |
|
|
2022
Q3 | $1K | Sell |
342
-45
| -12% | -$132 | ﹤0.01% | 3756 |
|
|
2022
Q2 | $3K | Buy |
+387
| New | +$3K | ﹤0.01% | 3235 |
|